BCWM
Bartlett & Co Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
21,502
+870
| +4% | +$45.1K | 0.02% | 247 |
|
|
2025
Q1 | $1.23M | Sell |
20,632
-1,507
| -7% | -$90.1K | 0.02% | 235 |
|
|
2024
Q4 | $1.41M | Sell |
22,139
-1,870
| -8% | -$119K | 0.02% | 223 |
|
|
2024
Q3 | $1.77M | Sell |
24,009
-3,370
| -12% | -$249K | 0.03% | 206 |
|
|
2024
Q2 | $1.73M | Sell |
27,379
-628
| -2% | -$39.7K | 0.03% | 205 |
|
|
2024
Q1 | $1.96M | Sell |
28,007
-1,147
| -4% | -$80.3K | 0.03% | 201 |
|
|
2023
Q4 | $1.89M | Sell |
29,154
-601
| -2% | -$39K | 0.03% | 209 |
|
|
2023
Q3 | $1.9M | Sell |
29,755
-749
| -2% | -$47.9K | 0.03% | 199 |
|
|
2023
Q2 | $2.34M | Buy |
30,504
+24,175
| +382% | +$1.85M | 0.04% | 184 |
|
|
2023
Q1 | $541K | Sell |
6,329
-462
| -7% | -$39.5K | 0.01% | 280 |
|
|
2022
Q4 | $569K | Hold |
6,791
| – | – | 0.01% | 276 |
|
|
2022
Q3 | $520K | Buy |
6,791
+1,475
| +28% | +$113K | 0.01% | 280 |
|
|
2022
Q2 | $401K | Hold |
5,316
| – | – | 0.01% | 298 |
|
|
2022
Q1 | $360K | Sell |
5,316
-25
| -0.5% | -$1.69K | 0.01% | 328 |
|
|
2021
Q4 | $360K | Hold |
5,341
| – | – | 0.01% | 333 |
|
|
2021
Q3 | $319K | Sell |
5,341
-24
| -0.4% | -$1.44K | 0.01% | 300 |
|
|
2021
Q2 | $327K | Hold |
5,365
| – | – | 0.01% | 292 |
|
|
2021
Q1 | $329K | Sell |
5,365
-1,700
| -24% | -$104K | 0.01% | 290 |
|
|
2020
Q4 | $415K | Sell |
7,065
-114
| -2% | -$6.7K | 0.01% | 271 |
|
|
2020
Q3 | $443K | Hold |
7,179
| – | – | 0.01% | 251 |
|
|
2020
Q2 | $443K | Sell |
7,179
-50
| -0.7% | -$3.08K | 0.01% | 246 |
|
|
2020
Q1 | $381K | Sell |
7,229
-109
| -1% | -$5.75K | 0.01% | 247 |
|
|
2019
Q4 | $393K | Sell |
7,338
-24
| -0.3% | -$1.29K | 0.01% | 279 |
|
|
2019
Q3 | $406K | Buy |
7,362
+1,145
| +18% | +$63.1K | 0.01% | 270 |
|
|
2019
Q2 | $327K | Buy |
6,217
+555
| +10% | +$29.1K | 0.01% | 226 |
|
|
2019
Q1 | $293K | Hold |
5,662
| – | – | 0.01% | 230 |
|
|
2018
Q4 | $220K | Buy |
5,662
+766
| +16% | +$29.8K | 0.01% | 244 |
|
|
2018
Q3 | $210K | Sell |
4,896
-161
| -3% | -$6.91K | 0.01% | 255 |
|
|
2018
Q2 | $224K | Buy |
5,057
+161
| +3% | +$7.13K | 0.01% | 244 |
|
|
2018
Q1 | $221K | Buy |
+4,896
| New | +$221K | 0.01% | 244 |
|